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Jared Todd Barnett

Investment adviser representative at Northwest Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$1BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Northwest Wealth Management, LLCMar 2025 to now
  2. CaptainuMar 2021 to Mar 2025
  3. Aerotek EngineeringFeb 2019 to Feb 2021
  4. Southwestern CollegeJan 2017 to Jan 2019
  5. Pine Tree High SchoolDec 2014 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (IA).

Northwest Wealth Management, LLC

$1BAssets managed
2,128Clients
21Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8080136
Firm CRD
152816
Advisor's SEC record (opens in a new tab)
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